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McDonald Partners’s Phillips 66 PSX Stock Holding History

McDonald Partners’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.05M Sell
18,065
-27,025
-60% -$4.65M 0.74% 36
2026
Q1 		$8.21M Buy
45,090
+27,026
+150% +$4.23M 1.94% 9
2025
Q4 		$2.33M Sell
18,064
-3,879
-18% -$522K 0.73% 39
2025
Q3 		$2.98M Sell
21,943
-10,130
-32% -$1.3M 0.89% 29
2025
Q2 		$3.83M Sell
32,073
-239
-0.7% -$26.8K 0.92% 26
2025
Q1 		$4M Sell
32,312
-174
-0.5% -$21.4K 1.04% 24
2024
Q4 		$3.7M Buy
32,486
+866
+3% +$110K 0.95% 25
2024
Q3 		$4.16M Sell
31,620
-466
-1% -$62.9K 1.04% 25
2024
Q2 		$4.53M Buy
32,086
+254
+0.8% +$37.6K 1.21% 18
2024
Q1 		$5.2M Sell
31,832
-1,166
-4% -$168K 1.43% 10
2023
Q4 		$4.39M Sell
32,998
-265
-0.8% -$31.7K 1.3% 13
2023
Q3 		$4M Buy
33,263
+279
+0.8% +$31.3K 1.3% 11
2023
Q2 		$3.15M Sell
32,984
-157
-0.5% -$15.3K 0.96% 28
2023
Q1 		$3.36M Sell
33,141
-585
-2% -$59.5K 1.09% 23
2022
Q4 		$3.51M Buy
33,726
+92
+0.3% +$9.41K 1.2% 18
2022
Q3 		$2.71M Sell
33,634
-1,135
-3% -$96.7K 1.04% 24
2022
Q2 		$2.85M Sell
34,769
-1,122
-3% -$104K 0.73% 34
2022
Q1 		$3.1M Buy
+35,891
New +$3.02M 0.68% 38
2021
Q4 		– Sell
-36,669
Closed -$2.57M – 688
2021
Q3 		$2.57M Buy
36,669
+993
+3% +$71.9K 0.6% 45
2021
Q2 		$3.06M Buy
35,676
+389
+1% +$32.8K 0.72% 36
2021
Q1 		$2.88M Buy
35,287
+61
+0.2% +$4.79K 0.74% 36
2020
Q4 		$2.46M Buy
+35,226
New +$2.07M 0.69% 40

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McDonald Partners's PSX Position: Q2 2026 in Review

McDonald Partners reduced its Phillips 66 (PSX) stake by 60% in Q2 2026, selling an estimated $4.65M and leaving 18,065 shares worth $3.05M. The position accounts for 0.74% of the portfolio, ranked #36.

McDonald Partners first reported a position in PSX in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.21M in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • McDonald Partners held 18,065 shares of Phillips 66 worth $3.05M as of Q2 2026.
  • McDonald Partners sold 27,025 Phillips 66 shares in Q2 2026, an estimated $4.65M.
  • Phillips 66 made up 0.74% of McDonald Partners's portfolio in Q2 2026, its #36 holding.
  • McDonald Partners first reported a position in Phillips 66 in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Phillips 66 position peaked at $8.21M in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.